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LifeSteps Financial’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

LifeSteps Financial’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.5K Buy
+109
New +$21.1K 0.01% 301
2024
Q2 		– Sell
-109
Closed -$17K – 406
2024
Q1 		$17K Buy
+109
New +$16K 0.01% 244

Other funds holding VOE

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

LifeSteps Financial's VOE Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Vanguard Mid-Cap Value ETF (VOE) in Q2 2026: 109 shares worth $21.5K. The stake represents 0.01% of the portfolio and ranks #301 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in VOE as recently as Q1 2024.

LifeSteps Financial first reported a position in VOE in Q1 2024 and has held it in 2 quarters since. 376 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • LifeSteps Financial held 109 shares of Vanguard Mid-Cap Value ETF worth $21.5K as of Q2 2026.
  • Vanguard Mid-Cap Value ETF was a new LifeSteps Financial position in Q2 2026.
  • Vanguard Mid-Cap Value ETF made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #301 holding.
  • LifeSteps Financial first reported a position in Vanguard Mid-Cap Value ETF in Q1 2024 and has held it in 2 quarters since.
  • 376 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.